Four new display fabs (Tianma’s TM19, BOE’s B20, Samsung’s A6, and BOE’s B16) will face market and manufacturing technology challenges from 2024 to 2027. The challenges include market competition, Apple’s roadmap catch-up, and the new OLED process.
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Display Dynamics – August 2024: Four new LCD and OLED fabs will face challenges from 2024 to 2027
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The Analyst Team
David Hsieh
Follow AnalystSenior Research Director, Components & Devices: Displays
David Hsieh is an expert in the TFT LCD, OLED, LCD TV, and smartphone display value chain for mainland China, Taiwan, Japan, and Korea. David is head of the Displays team and oversees the division’s end-to-end research on displays, covering the supply chain, materials, components, supply and demand dynamics, pricing, cost modeling, revenue and shipment forecasts, and emerging technologies.
In 2019, David and his leading display research analysts team joined Omdia from IHS Markit. Prior to Omdia, David was named as one of just 11 technology fellows by IHS Markit an honor that recognizes his deep expertise and exceptional standing within the analyst community. He is a graduate of Chung-Yuan Christian University in Taiwan and has a bachelor’s degree in industrial engineering. David also holds a master’s degree in business administration from Preston University, Wyoming, US. David is a fluent speaker of Chinese, Taiwanese, Japanese, and English.
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